Introduction to the Loan Process Checklist
NOTE: Your Transactions / Properties tab may be named "Loans" or "Opportunities" if you are a Jungo Lender App client or Jungo enterprise client.
Below is a summary of the CRM Loan Process Checklist:
The following checkboxes send corresponding updates to the Borrower, Buying Agent, and Listing Agent.
Below is a summary of the CRM Loan Process Checklist:
The following checkboxes send corresponding updates to the Borrower, Buying Agent, and Listing Agent.
- Disclosure Out
- Disclosures Received
- Submit to Investor
- Loan Pre-Approval
- Appraisal Back
- Appraisal Ordered
- Docs Ordered
- Loan Approved
- Sends the Loan Approval Update to Listing Agent email to the Listing Agent.
- Sends the Loan Approval Update to Client email to the Borrower.
- Sends the Loan Approval Update to Buying Agent email to the Buying Agent. - Funded
- Sends the Loan Closed /Funded (to client) email to the Borrower.
- Sends the Loan Funded Update to Partners email to the Appraiser, Escrow Agent, Title Agent, Buying Agent, and Listing Agent. - Email Update
The Email Update checkbox will send out the text that you write into the Update Message box to All Parties related to the Transaction.
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